JPMorgan Chase
U.S. Bank - Private Banker - Associate
Clayton, MO · Full-time · Posted May 13, 2026
- Experience
- Three plus years of work experience in Private Banking or Financial Services.
- Education
- Bachelor’s Degree required.
About the job
Advises families on building, preserving, and managing wealth, while maintaining client relationships and acquiring new clients and assets.
What you'll do
- Manage client relationships and provide targeted advice and thoughtful solutions.
- Advise clients on investments, wealth planning, asset allocation, credit, and banking needs.
- Generate business and acquire assets; coordinate with internal specialists and connect clients across J.P. Morgan Chase & Co.
What they ask for
- Three plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain them within 90 days of start date.
- Proven sales success, strong business acumen, established community network, and understanding of investments, wealth planning, credit, and banking.
Nice to have
- MBA, JD, CFA, or CFP.
- In-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate.
Model-written summary · the original posting is authoritative